Warrior Met Coal
HCCReduced$141.5M1,744,050 shares
43.3% of the 13F
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Superinvestors › Mohnish Pabrai
Mohnish Pabrai’s cannibal stocks
Dalal Street · 13F for Q2 2026
69%of the portfolio in cannibals
2cannibals held
$326.7Min 3 stock positions
26.1% of the 13F
Alpha Metallurgical retired 1.4% of its shares in twelve months, so this stake grew 1.4% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
From Cannibal Stocks
What Sandro wrote about Mohnish Pabrai
Cannibal StocksOct 9, 2026PaidWhat If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.Every stock he reported since 2009. Zeros included.Read on Substack →
Aug 19, 2026PaidAlpha Metallurgical Resources, Inc. (AMR): The Beginning of the EndAlpha is losing money, the stock is down half, a storm destroyed its export terminal, and now Pabrai trimmed.Read on Substack →
Jul 22, 2026PaidHorsehead Holding: How Mohnish Pabrai Lost $100 Million on a Stock Whose Bankruptcy Was Announced in Public Filings, Quarter After QuarterThe zinc company that announced its own bankruptcy for eighteen months straight.Read on Substack →
Jul 12, 2026TAV Airports (TAVHL). They Bought an Airport With Zero Passengers. Then a Mob Stormed It.The first serious English deep dive on the company where Mohnish Pabrai owns more than 5 percent and refuses to sellRead on Substack →
May 11, 2026PaidKaspi.kz (KSPI): Why Mohnish Pabrai Was Buying KazakhstanThe Kaspi Bet: What Did Pabrai See?Read on Substack →
Aug 19, 2026PaidAlpha Metallurgical Resources, Inc. (AMR): The Beginning of the EndAlpha is losing money, the stock is down half, a storm destroyed its export terminal, and now Pabrai trimmed.Read on Substack →Jul 22, 2026PaidHorsehead Holding: How Mohnish Pabrai Lost $100 Million on a Stock Whose Bankruptcy Was Announced in Public Filings, Quarter After QuarterThe zinc company that announced its own bankruptcy for eighteen months straight.Read on Substack →Jul 12, 2026TAV Airports (TAVHL). They Bought an Airport With Zero Passengers. Then a Mob Stormed It.The first serious English deep dive on the company where Mohnish Pabrai owns more than 5 percent and refuses to sellRead on Substack →May 11, 2026PaidKaspi.kz (KSPI): Why Mohnish Pabrai Was Buying KazakhstanThe Kaspi Bet: What Did Pabrai See?Read on Substack →Questions
Which cannibal stocks does Mohnish Pabrai own?
In the Q2 2026 13F, Dalal Street held HCC, AMR. 1 of them is on the Buyback Radar leaderboard.
How much of Mohnish Pabrai's portfolio is in cannibals?
About 69% of the $326.7M reported in the Q2 2026 13F.
Where does this data come from?
From Dalal Street's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Mohnish Pabrai?
Alpha Metallurgical retired 1.4% of its shares in the last twelve months. That alone made every remaining share, including Mohnish Pabrai's 517,194, 1.4% bigger as a slice of the company, without buying anything.
Mohnish Pabrai’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →